Enhanced Conditions
Jun 30, 2026
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| Enhanced Conditions This feature is not available in Encompass Broker Edition. Enhanced Conditions If your company uses Enhanced Conditions, use the Conditions tab in the eFolder to create, track, and clear conditions for a loan. You can associate electronic documents with each condition. You can also access the electronic files assigned to the documents, so that you can easily access and view related information as you track, manage, and clear the condition. A condition with associated documents will display a Document icon in the Documents column. Associated documents with file attachments will display a Document icon with a paper clip. Select a condition, and then click the Edit icon to open the Condition Details window for the document. You can initiate the activities described below from the conditions tabs: Create conditions Assign documents to conditions Request documents Retrieve documents Manage documents Open Web Conditions On the Conditions tab, use the Open Web Conditions button to jump to the Conditions screen for the loan inside the Encompass web interface. After clicking the button, the Encompass web interface opens in your default web browser. You will not be required to log into the web interface since you are already signed into the desktop interface. See Also Condition Details Work with Conditions Enhanced Conditions Setting Enhanced Conditions Sets Setting Automated Enhanced Conditions (Business Rule) Enabling Enhanced Conditions Encompass Developer Connect Enhanced Conditions and Settings API Reference |
